Financial Disclosure Details - OGE Form 278e (03/24/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Hamilton College 403(b) Retirement Plan
$15,001 - $50,000
None (or less than $201)
1.1
TIAA Traditional
$1,001 - $15,000
None (or less than $201)
1.2
CREF Stock
$1,001 - $15,000
None (or less than $201)
1.3
CREF Global Equities
$1,001 - $15,000
None (or less than $201)
1.4
CREF Growth
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Hamilton College
Clinton, New York
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
8/2000

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
UW Credit Union (cash)
$1,001 - $15,000
None (or less than $201)
2
Schwab (cash acct.)
$15,001 - $50,000
Interest
None (or less than $201)
3
Schwab US Large-Cap ETF (SCHX)
$15,001 - $50,000
$201 - $1,000
4
Invesco FTSE RAFI US 1000 ETF (PRF)
$15,001 - $50,000
$201 - $1,000
5
Invesco FTSE RAFI Developed Markets ex- US Small-Mid ETF (PDN)
$1,001 - $15,000
$201 - $1,000
6
Schwab Emerging Markets Equity ETF (SCHE)
$1,001 - $15,000
$201 - $1,000
7
Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE)
$1,001 - $15,000
$1,001 - $2,500
8
Schwab Fundamental US Small Company Index ETF (FNDA)
$15,001 - $50,000
None (or less than $201)
9
Schwab US Small-Cap ETF (SCHA)
$1,001 - $15,000
None (or less than $201)
10
SPDR Bloomberg Barclays Emerging Markets Local Bond ETF (EBND)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
SCHC - SCHWAB INTL SM-CAP EQUITY
Purchase
05/15/2023
$1,001 - $15,000
2
SCHK - SCHWAB 1000 INDEX ETF
Purchase
05/15/2023
$1,001 - $15,000
3
Schwab US REIT ETF (SCHH)
Purchase
05/15/2023
$1,001 - $15,000
4
Schwab Fundamental US Small Company Index ETF (FNDA)
Purchase
05/15/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
TSP
$15,001 - $50,000
2021
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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